On today’s episode, Stig and Trey sit down with legendary investor, Tom Gayner, Co-CEO of Markel Corporation. Markel has been referred to as a “Baby Berkshire”, because it is structured similarly to Berkshire Hathaway, and has produced stellar results.
TIP331: Inflation w/ Cullen Roche
On today’s episode, we bring back investment expert, Cullen Roche, to talk about inflation, the state of the economy, and whether there is a rational argument for stocks trading at 50x earnings. Cullen is the father of Pragmatic Capitalism, the author of multiple investing books, and the regular guest of Bloomberg and major financial news outlets.
TIP330: Warren Buffett w/ Lawrence Cunningham
On today’s episode, we have author and George Washington University Professor of Law, Lawrence Cunningham. Lawrence is most known for his wildly successful publication of Warren Buffett’s Essays, Lawrence is the most prolific researcher and author of Buffett and Berkshire, having written over two dozen books on the topic.
TIP328: Balanced Portfolio Allocation w/ Damien Bisserier & Alex Shahidi
On today's show, Stig and Trey talk with Alex Shahidi and Damien Bisserier from Evoke Advisors, to discuss balanced portfolio allocation tactics used by billionaires like Ray Dalio. We discuss why, after years of research, Alex and Damien have concluded that a portfolio based on risk parity is the optimal structure for any investor.